Mark Eggleston, financial advisor Philadelphia PA

Mark Eggleston

CRD Number: 7001355
Current Firm: Mycio Wealth Partners, LLC

Mark Eggleston (CRD# 7001355) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 3 years of experience in the finance industry.

Similar Advisors
Mark Abbonizio, financial advisor Philadelphia PA
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Similar Advisors
Joseph Abbruzzi, financial advisor Philadelphia PA
Joseph R. Abbruzzi
CRD# 1272342
Lpl Financial LLC
Similar Advisors
Brandon Abe, financial advisor Philadelphia PA
Brandon J. Abe
CRD# 6436358
Planning Capital Management Corp.
Company Name Location Dates Years
Mycio Wealth Partners, LLC Philadelphia, PA Jul 2018 - Current 4
Unemployed Newark, DE Jan 2018 - Jul 2018 < 1
Jp Morgan Bank Newark, DE Jun 2017 - Dec 2017 < 1
University Of Delaware Newark, DE May 2016 - May 2017 1
University Of Delaware Newark, DE Aug 2014 - Apr 2016 1
Naparima College San Fernando, Aug 2008 - Jul 2014 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Mark H. Eggleston
Phone Number: 267-295-2280
Firm Website: http://www.myciowp.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    11,840
    MILLIONS
  • Total Number of Accounts
    6,923
    ACCOUNTS
  • Average Account Value
    $1,710,259
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, IL, MA, MD, NC, NJ, NY, PA, SC, TX, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.